Equities

Analysis that combines inflation and growth cycle trends may provide a more nuanced way to understand stock market drivers.

See which trends influenced financial advisors’ asset allocation decisions in their moderate model portfolios in the second half of 2022.

Portfolio Manager Jack Janasiewicz explains how surprisingly strong data prints disrupted the markets in February.

Portfolio Manager Jack Janasiewicz believes jobs data and the Federal Reserve’s most recent comments may be “just right” for an economic soft landing.

Foundations and public pensions lost ground in a challenging investment environment. As we enter 2023, indicators suggest elevated return potential.

Acceleration of renewable energy and industrial automation, plus regulatory clarity, are positive for sustainable and ESG investing says Mirova’s Jens Peers.

Down markets in 2022 allowed investors who own stocks directly in Separately Managed Accounts to reduce capital gain taxes by using tax-loss harvesting.

Portfolio Manager Jack Janasiewicz explains why divergences in global monetary policy could be a key differentiator for asset class returns in 2023.

Learn how advisors have adjusted their financial portfolio allocations in response to higher inflation and difficult market conditions.

Value investing veteran David Herro sees valuations and undervalued currencies driving opportunity for international equity investors in 2023.

Using index P/E ratios for historical comparisons may be inaccurate because index composition can change significantly over time.

Portfolio Manager Jack Janasiewicz discusses the equity market’s November pivot, signs of deflation, the Fed’s two-sided risks, and policy changes in China.

Economic winds, US dollar strength making non-US assets more attractive, and sector standouts in global equities are covered by Vaughan Nelson’s CEO.

While they aren’t yet reflected in the broad Index, S&P 500® earnings expectations have been revised much lower since mid-year.

Portfolio Manager Jack Janasiewicz reviews October’s positive stock market performance, mixed economic data, and the Fed’s ongoing battle to tame inflation.

Even investors not involved with private equity can be affected by the interplay with the public equity side, particularly in the US growth space.

Portfolio Manager Jack Janasiewicz explains how the strong dollar, global energy shock, and no end in sight for rate hikes are roiling the capital markets.

There may be an upside to the stock market’s decline: the ability to harvest losses to offset portfolio gains – and improve after-tax returns.

As company fundamentals and security valuations change, so do their factor profiles – and their membership and weights in growth and value indices.

Learn about the fully customizable, tax-managed index portfolios available from Natixis Investment Managers Solutions.

Oakmark’s distinct approach to value investing and how it ignores short-term noise to deliver long-term results is explained.

Portfolio strategists discuss topics including the path of inflation, supply chain dynamics, dollar strength and the markets’ reactions.

NYSE’s ETF Leaders series profiles Vaughan Nelson’s Dan Hughes on how a truly active approach aims to help clients navigate today’s challenging markets.

Portfolio Manager Jack Janasiewicz discusses the market reversal in August, Federal Reserve policy, labor market trends and the likely path of inflation.

US equity exceptionalism sentiment, value, shorter durations, and unicorns are among the asset allocation trends explored.

As correlations and inflation spiked in the first half of 2022, the best performing investment portfolios held inflation-protection assets, alternatives – and cash.

What’s on Vaughan Nelson’s shopping list for value stocks at midyear mark? CEO Chris Wallis talks market dynamics and areas of deep discounts.

Amid the failed diversification of disappointing returns from both stocks and bonds, there are some bright spots in institutional investing trends.

Through a pint of beer, take a look at how Loomis Sayles’ Growth Equity Strategies Team analyzes the beverage industry’s global value chain.

Learn how option strategies can help manage the volatility of equities and create a smoother ride.

Analysis of whether the equity market selloff has improved stock valuations relative to bonds.

When considering ETFs, know how premium/discount is calculated – and look at other factors.

Historical analysis highlights which equity sectors and strategies fare best when inflation heats up.

Why panic selling during unsettling times may be one of the worst things long-term investors could do is analyzed over three decades.

EQOP combines two actively managed equity sleeves into one ETF portfolio, paving the way for others of its type.

With their yields near all-time lows, Treasuries may no longer provide reliable diversification for equities in the next crisis. What else might work?

While direct indexing offers tax planning and customization benefits, investors need to be comfortable with the potential for index tracking error.

Identifying a portfolio’s risk factors – the underlying investment exposures that drive returns – is a critical step in the asset allocation process.

Recent trends show increasing growth style bias, higher emerging market allocations and focus on quality fixed income holdings in moderate portfolios.

Recent trends include cash deployment, sustainable investment screening, and muni debt issuance by colleges and universities.